Aligned Financial Planning

In San Diego, Aligned Financial Planning is a financial advising business focused on helping retirees understand Medicare and Social Security benefits. It provides advice on Medicare, Medicaid, Covered California, life insurance, and fixed indexed annuities, and works with state-regulated insurance carriers. Consultations are free and can take place in the office or at a client's home. The business says it helps clients identify plans suited to their needs and advocates for them in areas where they need support. It is certified to sell health products in several states, including California, and offers service in Spanish. Its work also includes guidance on protecting financial resources and planning for family legacies.